ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 189 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,666,805 | +11.1% | 107,837 | +10.6% | 0.50% | +11.7% |
| Q2 2023 | $2,399,412 | +16.2% | 97,458 | +16.1% | 0.45% | +14.4% |
| Q1 2023 | $2,064,941 | +35.0% | 83,975 | +34.0% | 0.39% | +25.8% |
| Q4 2022 | $1,529,909 | +15.0% | 62,650 | +14.7% | 0.31% | -2.8% |
| Q3 2022 | $1,330,000 | +15.7% | 54,608 | +17.6% | 0.32% | +18.6% |
| Q2 2022 | $1,150,000 | +6.9% | 46,454 | +8.4% | 0.27% | +25.1% |
| Q1 2022 | $1,076,000 | +2.4% | 42,867 | +5.8% | 0.22% | -4.4% |
| Q4 2021 | $1,051,000 | +29.4% | 40,527 | +31.2% | 0.22% | -21.6% |
| Q3 2021 | $812,000 | +6.8% | 30,900 | +7.3% | 0.29% | +58.6% |
| Q2 2021 | $760,000 | +11.8% | 28,790 | -75.8% | 0.18% | +8.4% |
| Q1 2021 | $680,000 | +1.8% | 119,078 | -0.0% | 0.17% | -15.2% |
| Q4 2020 | $668,000 | – | 119,122 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 999,372 | $24,335,000 | 6.03% |
| Paradigm, Strategies in Wealth Management, LLC | 234,436 | $5,709,000 | 5.21% |
| Tillar-Wenstrup Advisors, LLC | 394,512 | $9,606,000 | 4.80% |
| PFG Private Wealth Management, LLC | 285,412 | $6,950,000 | 4.56% |
| Windsor Capital Management, LLC | 445,699 | $10,852,000 | 4.06% |
| Signature Wealth Management Group | 285,826 | $6,960,000 | 3.54% |
| Cribstone Capital Management, LLC | 214,655 | $5,227,000 | 3.23% |
| Summit Asset Management, LLC | 398,831 | $9,712,000 | 3.14% |
| Peloton Wealth Strategists | 244,200 | $5,946,000 | 3.09% |
| SONATA CAPITAL GROUP INC | 228,415 | $5,562,000 | 3.06% |